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Strategies & Market Trends : Z PORTFOLIO

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To: Kelvin Taylor who wrote (5368)	9/28/2000 5:39:46 PM
From: DanZ	Read Replies (2) of 11568

Status 09/28. The portfolio was up nearly 5% today and we are still beating the pants off the indices. Nice trading, everyone. My positions constitute 23.4% of the portfolio, so I'm a little over the 20% target. In defense of my terrible actions <g>, I sold off most of my positions a few weeks ago in anticipation of a decline in several issues (ARIA, IFMX, INTV, and MUEI). I was down to only about 12% of the portfolio for about a month and felt compelled to buy these stocks back when they dipped to my entry targets. I'll try to lighten up a bit over the next few days to make cash available to others. I can't buy more MUEI for the Z portfolio, but if it is down tomorrow in sympathy with AAPL, I would consider it a screaming buy and will definitely be adding to my personal account. Z PORTFOLIO Stock Date Sponsor # Cost Cost $ % Close Close G/L G/L Days Day's Bought Shares Port $ $ % Held Change ALLR 9/18 chrtser 1000 10.875 10875 0.5% 8.688 8688 -2188 -20% 10 0.625 AMES 7/26 ron 5000 6.235 31175 1.8% 5.656 28281 -2894 -9% 62 0.000 AMES 9/21 ron 5000 6.125 30625 1.8% 5.656 28281 -2344 -8% 7 0.000 AMES 9/22 ron 5000 5.688 28438 1.8% 5.656 28281 -156 -1% 6 0.000 ANAD 7/19 kelvin 1000 40.125 40125 1.3% 21.063 21063 -19063 -48% 69 1.188 ANAD 9/15 kelvin 1000 24.563 24563 1.3% 21.063 21063 -3500 -14% 13 1.188 ANAD 9/26 sue 2000 21.250 42500 2.6% 21.063 42125 -375 -1% 2 1.188 ARIA 9/22 dan 2000 11.875 23750 1.5% 11.750 23500 -250 -1% 6 -0.125 AVX 9/21 paul m 1000 28.750 28750 1.7% 26.750 26750 -2000 -7% 7 0.688 BVSN 9/5 sue 2000 37.813 75625 3.5% 27.813 55625 -20000 -26% 23 0.250 CD 9/28 larry 4000 11.125 44500 2.8% 11.250 45000 500 1% 0 0.625 CELL 7/17 kelvin 5000 9.000 45000 1.6% 5.188 25938 -19063 -42% 71 0.094 CELL 8/16 kelvin 3000 5.000 15000 1.0% 5.188 15563 563 4% 42 0.094 CMTN 9/28 ron 500 38.000 19000 1.3% 40.188 20094 1094 6% 0 1.563 DELL 9/13 paul z 1000 37.250 37250 2.1% 33.438 33438 -3813 -10% 15 1.000 FJ 8/23 chrtser 800 32.000 25600 1.5% 30.750 24600 -1000 -4% 35 0.000 FNV 7/27 ron 2000 10.500 21000 0.8% 6.688 13375 -7625 -36% 61 -0.063 FNV 8/15 ron 2000 9.188 18375 0.8% 6.688 13375 -5000 -27% 43 -0.063 FNV 8/16 ron 2000 8.000 16000 0.8% 6.688 13375 -2625 -16% 42 -0.063 FNV 8/24 ron 2000 6.500 13000 0.8% 6.688 13375 375 3% 34 -0.063 GUMM var dan 10000 13.678 136775 10.1% 16.125 161250 24475 18% 1.875 IBI 9/28 dan 2000 19.125 38250 2.5% 19.625 39250 1000 3% 0 0.500 IFMX 9/22 dan 8000 4.375 35000 2.1% 4.125 33000 -2000 -6% 6 0.000 INCY 2/10 john s 200 85.000 17000 0.5% 43.438 8688 -8313 -49% 228 5.563 INTV 4/19 dan 2000 16.500 33000 1.3% 10.563 21125 -11875 -36% 159 0.625 INTV 9/22 dan 2000 10.500 21000 1.3% 10.563 21125 125 1% 6 0.625 ISSI 9/26 kelvin 2000 19.375 38750 2.3% 18.375 36750 -2000 -5% 2 -0.500 KEY 9/27 larry 2000 25.188 50375 3.4% 26.688 53375 3000 6% 1 1.125 LIT 9/6 chrtser 500 41.625 20813 1.4% 45.250 22625 1813 9% 22 0.813 LMG.A 5/12 larry 3000 22.031 66094 3.5% 18.813 56438 -9656 -15% 136 -0.063 LUMT 9/11 chrtser 1000 7.125 7125 0.2% 3.125 3125 -4000 -56% 17 0.063 MLNM var john s 400 121.250 48500 3.9% 156.984 62794 14294 29% 8.547 MRVC 9/8 kelvin 500 63.125 31563 1.5% 48.438 24219 -7344 -23% 20 -0.625 MSFT 9/26 paul z 500 61.875 30938 1.9% 61.313 30656 -281 -1% 2 0.688 MUEI 9/22 dan 2000 11.375 22750 1.2% 9.406 18813 -3938 -17% 6 0.344 MUEI 9/27 dan 2000 10.000 20000 1.2% 9.406 18813 -1188 -6% 1 0.344 NEON 7/13 john s 1000 36.000 36000 1.5% 23.500 23500 -12500 -35% 75 2.500 NEON 9/22 paul m 1000 25.250 25250 1.5% 23.500 23500 -1750 -7% 6 2.500 PMS 8/23 chrtser 2000 13.000 26000 1.7% 13.375 26750 750 3% 35 0.063 PUMA 6/26 kelvin 1000 27.625 27625 1.3% 20.359 20359 -7266 -26% 92 0.734 PUMA 6/30 kelvin 1000 25.625 25625 1.3% 20.359 20359 -5266 -21% 88 0.734 RAD 8/14 dan 8000 4.500 36000 2.2% 4.375 35000 -1000 -3% 44 0.875 RMDY 7/28 ron 2000 20.500 41000 2.5% 19.500 39000 -2000 -5% 60 1.563 SBC 9/8 chrtser 500 43.750 21875 1.6% 49.688 24844 2969 14% 20 2.250 SHLL 1/14 rick 15000 2.250 33750 1.2% 1.313 19688 -14063 -42% 254 -0.125 SKS 9/28 ron 4000 9.250 37000 2.3% 9.188 36750 -250 -1% 0 -0.125 SMTC 8/25 kelvin 1000 54.719 54719 3.1% 49.109 49109 -5609 -10% 33 0.922 SRV 5/22 bill 6000 3.250 19500 1.0% 2.688 16125 -3375 -17% 126 0.188 SRV 7/14 bill 6000 2.875 17250 1.0% 2.688 16125 -1125 -7% 74 0.188 SRV 9/13 bill 6000 2.500 15000 1.0% 2.688 16125 1125 8% 15 0.188 TRAC 5/11 sue 5000 1.813 9063 0.4% 1.219 6094 -2969 -33% 137 0.031 * * * * * 1634738 93.5% 1487159 -147578 -9% 45.2 Portfolio Summary Beg Balance 1/1/00 1319059 Plus Gains Realized 418687 Less Holdings at Cost 1634738 Equals Cash Balance 103009 6.5% Plus Holdings At Close 1487159 Portfolio Balance 1590168 Portfolio Change YTD 20.55% Beg Balance 1/1/99 500000 Change since 1/1/99 218.03% YTD Change in Market Indices** DJIA -5.85% Nasdaq -7.15% S&P 500 -0.75% Russell 2000 +3.78%

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